Westside Investment Management, LLC

Westside Investment Management, LLC (CRD# 154522) is a financial advisory firm headquartered in Santa Monica, CA. They manage $659,440,332 in 1,153 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    659
    MILLION
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $571,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, LA, NV, OK, OR, TX, WA

Financial Advisors at Westside Investment Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David T. Clark
CRD#: 2219822
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK 73120

David Clark (CRD# 2219822) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 31 years of experience in the finance industry.

2
Mark L. Cohen
CRD#: 1410342
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403

Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 33 years of experience in the finance industry.

3
Noah A. Cornish
CRD#: 2336616
10900 Hefner Pinte Drive, Suite 502, Oklahoma City, OK 73120

Noah Cornish (CRD# 2336616) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 30 years of experience in the finance industry.

4
James M. Frawley
CRD#: 2867752
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403

James Frawley (CRD# 2867752) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.

5
Walter J. O'brien
CRD#: 2836656
1400 Hoohana Street, Kahului, HI 96732

Walter O'brien (CRD# 2836656) is an Investment Advisor Representative working at Westside Investment Management, LLC in Kahului, HI and has over 26 years of experience in the finance industry.

6
Vetea J. Ribet
CRD#: 4823379
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403

Vetea Ribet (CRD# 4823379) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.

7
Sky B. Rylant
CRD#: 4871901
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK 73120

Sky Rylant (CRD# 4871901) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 19 years of experience in the finance industry.

8
Sienna P. Yoshida
CRD#: 3217359
Kahului Office Center, 140 Hoohana St., Ste.320, Kahului, HI 96732

Sienna Yoshida (CRD# 3217359) is an Investment Advisor Representative working at Westside Investment Management, LLC in Kahului, HI and has over 24 years of experience in the finance industry.

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